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Nationwide Fund Advisors’s HealthEquity HQY Stock Holding History

Nationwide Fund Advisors’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-270,024
Closed -$13.7M – 940
2017
Q3 		$13.7M Buy
270,024
+77,630
+40% +$3.61M 0.05% 475
2017
Q2 		$9.59M Sell
192,394
-44,471
-19% -$2.08M 0.04% 672
2017
Q1 		$10.1M Buy
236,865
+93,861
+66% +$4.15M 0.04% 640
2016
Q4 		$5.79M Sell
143,004
-110,587
-44% -$4.27M 0.02% 918
2016
Q3 		$9.6M Sell
253,591
-28,760
-10% -$911K 0.04% 636
2016
Q2 		$8.58M Buy
282,351
+19,490
+7% +$512K 0.04% 654
2016
Q1 		$6.49M Buy
262,861
+73,751
+39% +$1.58M 0.03% 798
2015
Q4 		$4.74M Buy
189,110
+61,387
+48% +$1.89M 0.02% 950
2015
Q3 		$3.77M Buy
127,723
+63,444
+99% +$1.99M 0.02% 1060
2015
Q2 		$2.06M Buy
64,279
+21,281
+49% +$571K 0.01% 1408
2015
Q1 		$1.07M Sell
42,998
-2,424
-5% -$52.6K ﹤0.01% 1847
2014
Q4 		$1.16M Buy
45,422
+8,379
+23% +$182K ﹤0.01% 1730
2014
Q3 		$678K Buy
+37,043
New +$711K ﹤0.01% 2039

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nationwide Fund Advisors's HQY Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of HealthEquity (HQY) in Q4 2017, closing a stake of 270,024 shares — an estimated $13.7M sold.

Nationwide Fund Advisors first reported a position in HQY in Q3 2014 and held it in 13 quarters. The position peaked at $13.7M in Q3 2017. 235 funds tracked by Wall St. Rank hold HQY as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining HealthEquity position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 270,024 HealthEquity shares in Q4 2017, an estimated $13.7M.
  • Nationwide Fund Advisors first reported a position in HealthEquity in Q3 2014 and held it in 13 quarters.
  • Nationwide Fund Advisors's HealthEquity position peaked at $13.7M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held HealthEquity as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.